Release Notes
November-December 2025
My Account
Profile- Mark Family Flag while updating your email or mobile number.
Dashboard
Networth figures — Pending settlement value will no longer reflect in DP Holdings or Networth with Geojit—ensuring more accurate portfolio value. Liabilities are now displayed separately under My Networth for better clarity.
Products
Smartfolios — Incorporated the Smartfolios tab so that you can simply click to explore smartfolios.
My Account
Nominee — Clients who had opted out earlier can now easily add a nominee anytime.
Reports
P&L — The P&L report now includes a Daily MTM option for Futures—helping you track performance more precisely.
September - October, 2025
Reports
Trading P&L — Get a combined P&L view with detailed breakup, transaction insights, and unrealised P&L data—all in one place.
Account Statement — You can now download your account statement as an excel sheet for an easy analysis.
MTF P&L — Added Excel download option for MTF P&L reports for deeper performance analysis.
Trade Report — Excel downloads now include Settlement Numbers for complete trade information.
Dashboard
Networth & Total Investment calculations — Now factor in other assets and loans for a holistic view.
Ideas
Free Research Services — From now on, all users are unsubscribed from our research services by default. Users have to enable them/subscribe to them voluntarily to access research recommendations across all trading platforms.
Products
Insurance — View all your active insurance policies (General, Motor, Health) taken via Geojit. You can now add external insurance policies under these categories for complete tracking.
IPO, Buyback & OFS — IPO access is now extended to joint account holders. HUF and Joint DP clients can now participate in IPO, Buyback, and OFS seamlessly.
Loans — Introduced a new Loan category; easily add and track your borrowings.
Other Assets — You can now add and monitor other assets like Precious Metals, Properties, Deposits, and Vehicles.
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